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Summary: It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way.
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Summary: The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value.
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Summary: Every financial adviser should hold themselves accountable to these 10 benchmarks, according to Paul West, managing director of business development for Peak Advisor Alliance at Carson Wealth Management Group, who presented last Friday at the TD Ameritrade Institutional LINC conference in San Diego.
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Summary: If asset growth is the lifeblood of RIAs, metrics are the guideposts."Metrics are essential for the vision of the company," said Paul West, managing director of Carson Wealth Management, "and firms have to make sure there is accountability and responsibility for tracking, performing and implementing those metrics."
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Summary: Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like?
